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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,578 | $81,763-95.6% | $58,561-93.9% | $139,466-97.4% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.8pp | 80.3%-69.2pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $124 | $1,398-91.2% | $1,053-88.3% | $4,754-97.4% |
| Participant deferral / active EE | $247 | $2,555-90.3% | $1,923-87.2% | $6,712-96.3% |
| Admin fee / account holder | $7 | $3,273-99.8% | $2,520-99.7% | $11,409-99.9% |